Question

How to set-up download/lead magnet

  • 14 September 2022
  • 1 reply
  • 9 views

I’m trying to achieve what I think should be a simple requirement, but getting no-where.

I have a report on my website that I want to offer for download, but only if people share their contact details. 

My plan had been:

  • Have a form on my website - integrated via tracking code
  • Use a journey to subscribe users to relevant mailing lists and send the email with report link

Simple? Not really. I can’t see how to trigger a journey based on a form submission. I was going to pass a hidden field with which report they wanted into the CRM, then trigger the journey based on the that field, Unfortunately fresh forms don’t seem to be able to handle hidden fields. 

What are other people doing? 


1 reply

Userlevel 3
Badge +7

Hello, 

Greetings from the Freshworks Community! 

Please find the step-by-step journey configuration to achieve this use-case, 

  1. The trigger here would be a page visit and you can declare the UTM parameter for the form submission. For example, upon form submission, you can capture the “UTM Source” as “the form name” and the same can be used as a trigger. 
  1. The action here would be sending an email upon the submission, wherein you can add your email template with the report link. 

 

  1. You can also refer to this support article for a detailed explanation on the custom events - https://crmsupport.freshworks.com/en/support/solutions/articles/50000003013-what-are-the-marketing-events-that-are-captured-as-system-events- 

I hope this helps. 

Do check these out and let me know in case of any further queries, I’ll be happy to help out. 

Have a great day! 

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